TEL TE Connectivity Ltd - Registered Shares

$TEL TE Connectivity just printed the quarter its preview was waiting on, and it cleared both bars. Fiscal Q4 sales were a record 5.3 billion dollars, up 12%, with adjusted EPS of 3.14 dollars, above the 3.08 dollar consensus and its own 3.05 dollar guide. Orders were the number that stood out, 6.1 billion dollars, up 29% from a year ago and above Q3's record 5.7 billion. Digital data networks grew 34% organically inside Industrial, which was up about 20% overall. Management guided to double-digit sales growth in fiscal 2027, with first-quarter sales of about 5.35 billion dollars.

$TEL reported earnings before the open today. EPS beat estimates: $3.14 vs. $3.07 expected, according to Stock Meadow. What do you think?

$TEL Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $3.14 up 21.24% YoY • Reported revenue of $5.31B up 11.86% YoY • TE Connectivity expects first-quarter FY27 sales of approximately $5.35B, up 15% year over year, GAAP EPS of approximately $3.04, up 20%, and adjusted EPS of approximately $3.30, up 21%.

$TEL Can TE's $6.1B in orders, up 29%, carry it to the $3.30 adjusted EPS it now guides for fiscal Q1? 🏢 TE Connectivity, the Irish maker of connectors and sensors for cars, factories and AI data centers, reported fiscal Q4 sales of $5,312M, up 12%, and adjusted EPS of $3.14, up 21%, and is worth about $65.24B at $225.35 a share at 16:00 ET on October 27, 2026 📈 Q4 orders came in at $6.1B, up 29% from a year earlier and about $0.8B more than the quarter's sales, and the company ties its fiscal Q1 2027 guide of about $5.35B in sales (+15%) and $3.30 adjusted EPS (+21%) to strong orders across its businesses ⚠️ The case against is that the Q1 sales guide sits only about 0.7% above Q4's $5,312M, Q4 GAAP EPS of $3.10 includes a $0.20 tax benefit, and the Q1 GAAP guide of $3.04 is $0.26 below the adjusted figure 📅 Next: The conference call is today at 8:30 a.m. ET, and the guided fiscal Q1 ends December 25, 2026 Source: PR Newswire release, Oct 28 + Jul 22

$TEL reports earnings tomorrow before the open. I’m bullish heading into the report: TEL has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $3.07. What are you watching for?

$TEL TE Connectivity reports fiscal Q4 Wednesday before the open. Zacks consensus is 3.08 dollars of adjusted EPS on 5.26 billion dollars of revenue, basically right on top of the company's own guide at about 3.05 dollars and 5.25 billion. Q3 orders were a record 5.7 billion dollars, up 27% YoY. Whether that repeats, and the first fiscal 2027 guide, probably matter more than an in-line print would.

$TEL TE Connectivity sits in a structurally bullish posture across horizons as of 28 Sep 2026, anchored by a 16.5 percent revenue expansion paired with a 22.8 percent return on equity that reflects durable operational efficiency. The technical setup supports this view, with price action holding firmly above the 200-day moving average of $213.52 alongside a constructive MACD cross, even as the stock trades about 13.5 percent below its prior peak. Consensus sentiment remains firmly in our camp with 19 analysts maintaining buy ratings and institutional accumulation outweighing insider distribution. Our read was bullish as of 28 Sep 2026, driven by secular electrification trends and expanding AI connectivity demand visible in the chart attached. (Disclosure: we're and this is our own research.)